Events & Webinars
During our time together, we’ll be covering several important Social Security topics such as full retirement age (FRA) and how that effects benefit size, taxation of Social Security, common pitfalls, and spousal/survivor benefits.
Join us for a dynamic panel discussion with the financial planners who contributed to Finding Your Center. Hear real stories from local families and discover how comprehensive planning can help you live—and leave—a legacy.
This session will walk you through the essentials of estate and longevity planning. Learn how to structure your affairs so your assets pass smoothly to the next generation, your values are honored, and your wishes are clear—while avoiding probate and family stress.
Discover how smart tax planning can maximize your wealth's impact—reducing retirement taxes, securing college savings for grandchildren, and making charitable gifts that drive lasting change. Whether for family, philanthropy, or both, this session equips you with the tools to do it effectively.
Questions about Your Retirement in Today's New Normal? In this webinar, we’ll be sharing several tips and strategies to potentially lower your taxes now AND in the future.
This session helps you define your ideal retirement timeline, model out future income scenarios, and assess whether your current savings strategy supports your goals.
This session explores strategies that reduce lifetime tax liability and improve after-tax outcomes. From executive compensation plans to charitable giving techniques, we’ll share advanced planning tools that help you retain more of what you earn—and pass it on with purpose.
Join CERTIFIED FINANCIAL PLANNERS™ from The Center as they share what inspired the book and how today’s planning environment affects high-net-worth individuals.
During our time together, we’ll be covering several important Social Security topics such as full retirement age (FRA) and how that effects benefit size, taxation of Social Security, common pitfalls, and spousal/survivor benefits.
During our time together, we’ll be covering several important Social Security topics such as full retirement age (FRA) and how that effects benefit size, taxation of Social Security, common pitfalls, and spousal/survivor benefits.
Questions about Your Retirement in Today's New Normal? In this webinar, we’ll be sharing several tips and strategies to potentially lower your taxes now AND in the future.
Life throws curveballs. This session focuses on planning for risk—so that unexpected events (which are inevitable!) don’t derail your retirement. You’ll learn how to safeguard your income and assets with confidence.
Wondering if you’re on track? This session helps you understand your current financial position, identify what you’ll need to retire comfortably, and uncover key strategies to get there. You'll leave knowing what steps to take now to retire when you want—on your terms.
Meet the lead advisors and authors who have helped thousands of people prepare for retirement. This session will give you a high-level look at what financial planning really means—and how it can change your life.
Questions about Your Retirement in Today's New Normal? In this webinar, we’ll be sharing several tips and strategies to potentially lower your taxes now AND in the future.
During our time together, we’ll be covering several important Social Security topics such as full retirement age (FRA) and how that effects benefit size, taxation of Social Security, common pitfalls, and spousal/survivor benefits.
Questions about Your Retirement in Today's New Normal? In this webinar, we’ll be sharing several tips and strategies to potentially lower your taxes now AND in the future.
Join Kali Hassinger, CFP®, CSRIC® and Mallory Hunt for our annual discussion on ESG investing as they share updates, discuss ESG basics, and provide information on The Center's ESG approach.
During our time together, we’ll be covering several important Social Security topics such as full retirement age (FRA) and how that effects benefit size, taxation of Social Security, common pitfalls, and spousal/survivor benefits.
Join us for our annual Shred Day where we’ll help you safely recycle your sensitive documents!
Questions about Your Retirement in Today's New Normal? In this webinar, we’ll be sharing several tips and strategies to potentially lower your taxes now AND in the future.
During our time together, we’ll be covering several important Social Security topics such as full retirement age (FRA) and how that effects benefit size, taxation of Social Security, common pitfalls, and spousal/survivor benefits.
Questions about Your Retirement in Today's New Normal? In this webinar, we’ll be sharing several tips and strategies to potentially lower your taxes now AND in the future.
During our time together, we’ll be covering several important Social Security topics such as full retirement age (FRA) and how that effects benefit size, taxation of Social Security, common pitfalls, and spousal/survivor benefits.
Questions about Your Retirement in Today's New Normal? In this webinar, we’ll be sharing several tips and strategies to potentially lower your taxes now AND in the future.
Join Partner and Director of Investments, Angela Palacios, CFP®, AIF®, on Zoom for a discussion on world markets, the U.S. economy, and The Center's 2025 investment outlook.
Join Partner and Director of Investments, Angela Palacios, CFP®, AIF®, in-person for a discussion on world markets, the U.S. economy, and The Center's 2025 investment outlook.
Questions about Your Retirement in Today's New Normal? In this webinar, we’ll be sharing several tips and strategies to potentially lower your taxes now AND in the future.
During our time together, we’ll be covering several important Social Security topics such as full retirement age (FRA) and how that effects benefit size, taxation of Social Security, common pitfalls, and spousal/survivor benefits.
As another year comes to an end, we invite you to take a moment to reflect on 2024 and begin to prepare for 2025. Every year, we create a year-end planning guide to help you get started and 2024 is no exception!
Questions about Your Retirement in Today's New Normal? In this webinar, we’ll be sharing several tips and strategies to potentially lower your taxes now AND in the future.
During our time together, we’ll be covering several important Social Security topics such as full retirement age (FRA) and how that effects benefit size, taxation of Social Security, common pitfalls, and spousal/survivor benefits.
Thinking about Medicare? So are we! And we’ve got the answers to your biggest questions.
Questions about Your Retirement in Today's New Normal? In this webinar, we’ll be sharing several tips and strategies to potentially lower your taxes now AND in the future.
